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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

42 hedge funds and large institutions have $42.9M invested in WisdomTree International AI Enhanced Value Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.56M
3
XF
3
XML Financial
Maryland
$3.93M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.86M
5
Ameriprise
5
Ameriprise
Minnesota
$7.66M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.11M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$307K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.32M
4
Creative Planning
4
Creative Planning
Kansas
$0
5
Citigroup
5
Citigroup
New York
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$218K -$3.29K -76 -1%
OMC
27
Old Mission Capital
Illinois
$207K – – –
BFC
28
Bedel Financial Consulting
Indiana
$144K +$1.09K +25 +0.8%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$80K +$80K +1,772 New
William Blair & Company
30
William Blair & Company
Illinois
$63K – – –
SPIA
31
Steward Partners Investment Advisory
New York
$41K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$30K +$30K +691 New
GWM
33
Geneos Wealth Management
Colorado
$24K – – –
GRP
34
Global Retirement Partners
California
$20K – – –
AF
35
Advisornet Financial
Minnesota
$18K – – –
CFD
36
Creative Financial Designs
Indiana
$13K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$11K +$604 +14 +6%
ASN
38
Advisory Services Network
Georgia
$10K +$10K +233 New
AA
39
AlphaMark Advisors
Kentucky
$9K – – –
FRA
40
Front Row Advisors
California
$6K – – –
WIM
41
Westside Investment Management
California
$21 – – –
Creative Planning
42
Creative Planning
Kansas
– -$223K -5,264 Closed
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
– -$21K -494 Closed
AIC
44
Ameritas Investment Company
Nebraska
– -$19.1K -450 Closed
SFS
45
Sowell Financial Services
Arkansas
– -$18K -400 Closed
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